Private Client Services Associate (Mid-Level to Senior)

Job Description

Job Description

Private Client Services Associate (Mid-Level to Senior)

An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate and generation-skipping transfer tax planning, California property tax planning, residency planning, foreign trust matters, post-death trust and probate administration, fiduciary income tax planning, trust and estate disputes, fiduciary and beneficiary litigation, charitable planning, grant making, and nonprofit administration for high net worth and ultra-high net worth individuals and families.

 

Offer:

Salary range: $265,000-$320,000+, contingent on experience

Full-time onsite role in a sophisticated Los Angeles-based private client services practice

Opportunity to work directly with high net worth and ultra-high net worth clients, families, fiduciaries, and trusted advisors

Access to complex domestic and international tax, wealth transfer, estate planning, succession planning, and fiduciary matters

Professional development support, technical training, publication opportunities, and participation in leading industry conferences

Collaborative platform with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices

Comprehensive benefits package, including medical, dental, vision, retirement benefits, paid time off, and additional firm-sponsored benefits

 

Qualifications:

Licensed and in good standing to practice law in the State of California

5-9 years of experience in private client services, estate planning, tax, trusts and estates, fiduciary administration, or a closely related practice area

Strong interest in sophisticated private client services work involving high net worth and ultra-high net worth individuals, families, fiduciaries, and advisors

Demonstrated interest in technical tax practice through coursework, prior professional experience, or an LL.M. program is preferred but not required

Experience with estate planning, wealth transfer planning, gift and estate tax issues, generation-skipping transfer tax planning, trust administration, probate administration, charitable planning, or fiduciary matters is strongly preferred

Ability to manage frequent direct client and advisor interaction with professionalism, judgment, and discretion

Strong academic credentials, excellent writing skills, and the ability to analyze complex tax, fiduciary, and estate planning issues

Interest in long-term professional development, technical excellence, thought leadership, and active participation in the private client services industry

 

Responsibilities:

Advise high net worth and ultra-high net worth individuals and families on estate planning, wealth transfer planning, tax planning, succession planning, and fiduciary matters

Draft and review sophisticated estate planning documents, trust instruments, charitable planning structures, governance documents, and related client materials

Counsel clients on advanced gift, estate, and generation-skipping transfer tax planning strategies

Assist with California property tax planning, residency planning, and planning for domestic and international client mobility

Handle matters involving foreign trusts with U.S. assets or U.S. beneficiaries

Support pre-liquidity and post-liquidity event planning for individuals, families, business owners, and closely held enterprises

Advise fiduciaries and beneficiaries on post-death trust administration, probate administration, fiduciary income tax planning, and related compliance issues

Work on trust and estate disputes, fiduciary litigation, beneficiary litigation, and contentious administration matters as needed

Collaborate with attorneys across corporate, income tax, employment, real estate, entertainment, and environmental practices on interdisciplinary client matters

Maintain direct communication with clients, family offices, fiduciaries, accountants, financial advisors, and other trusted advisors

Contribute to professional development, industry visibility, publications, presentations, and participation in private client services conferences and organizations

Benefits

Medical (PPO and HMO options)

Dental

Vision

FSA and HSA 

Life Insurance (1 years salary)

ADD

Short and Long term disability

401K (no match)

Hospitalization, Critical Illness, Accident, Pet insurance

EAP

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 08/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.

Salary

$250000 - $320000 USD per year